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Make More Money With Client Onboarding Forms

NYC Elevate is a million dollar a month, networking community organized to help our members make more money through structured collaboration and referrals.

In my last make more money moment, we discussed your biggest pain point:

“How come getting referrals isn’t easier. I joined Elevate for easy referrals without working hard.”

And then we discussed that many of us have a misconception about what Elevate can do for you.

Elevate is not supposed to be easy. Making money has never been easy.

Elevate is supposed to accelerate the process of making money.

Do you get business outside of Elevate? Elevate will help you accelerate that process.

Do you get referrals outside of Elevate? Elevate will help you accelerate that process.

And when I last spoke, I told you that a genie granted my most important wish of teaching me the easiest way to get referrals while doing the work, which is to give more referrals.

Here’s how.

Think about the clients you want to work with, and then think about your fellow members who work with the same clients while selling different things.

I’m going to use Josh Doyle, our Manhattan Residential Real Estate Broker, as an example.

Imagine that for every client that Josh has, he handed them an intake or onboarding questionnaire because he is a full service broker that wants to make sure a client’s new home acquisition is as seamless as it can be.

On that intake questionnaire, imagine it asked the client things like:

  • Who is your mover?
  • Who is your mortgage broker?
  • Who is your real estate lawyer?
  • Who is your title insurance broker?

Most often Josh is the first person they are talking to about their new home, so the client probably won’t have someone helping them with that service.

And that gives Josh an organic opportunity to introduce his team of top professionals that will handle every aspect of this new home acquisition at the very beginning of the process before there’s any competition.

But it also reinforces the idea in the client’s mind that Josh is absolutely the right person to be their real estate broker.

So again, if you want to make easy money, your action item this week is to think about the clients you want to work with, and then think about your fellow members who work with the same clients while selling different things.

Then the next step is to get with these fellow members and prepare your mutually beneficial intake questionnaires, and start using them immediately.

If you do that, I guarantee this will be the easiest way to get more referrals and make more money.

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